Latest from Helene Braun
Circle’s biggest bear just threw in the towel, but warns the stock is still a crypto roller coaster
Circle’s rising correlation with ether and DeFi exposure drives the re-rating, despite valuation and competition concerns.

Bitcoin holds $84,000 — for now — but analysts warn of drop to $70,000 if support fails
Thursday's decline showed that, despite hopes for being a macro hedge, bitcoin continues to trade like the riskiest of risk assets when markets turn lower.

Here are key levels to watch as bitcoin plunges to $84,000
While precious metals and stocks bounce from their worst levels of the session, crypto remains near the day's low.

Meta and Microsoft continue going big on AI spending. Here's how bitcoin miners could benefit
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, well ahead of consensus forecasts.

White House to meet with crypto, banking executives to discuss market structure bill
A vote on the legislation was delayed earlier this month after hitting resistance over how it proposes regulation regarding stablecoins.

Coinbase rolls out prediction markets to all U.S. customers
The feature, first announced in December, was built in partnership with U.S.-regulated prediction market operator Kalshi.

Circle shares rise 4% as Polymarket-driven USDC growth prompts analyst upgrade
Mizuho's Dan Dolev revised his bearish outlook on the stablecoin issuer, upgrading the stock to neutral.

Robinhood CEO says tokenized stocks could prevent another GameStop freeze
Vlad Tenev blamed the buying halt on its app in 2021 on bad infrastructure, a problem that he says tokenization would solve.

Fidelity Investments starts its own stablecoin in a massive bet that future of banking is on blockchain
The FIDD token will run on Ethereum, serve institutional and retail users, and comply with the new GENIUS Act’s reserve rules.

Bitcoin miners surge as Anthropic's fundraising efforts boost AI spirits
Anthropic is set to raise $20 billion in its latest funding round, double the amount it initially targeted, according to the FT.

